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Invesco S&P MidCap 400 Revenue ETF

70 hedge funds and large institutions have $194M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 60.95%60.38% (-0.57%)

10% less funds holding

Funds holding: 7870 (-8)

23% less capital invested

Capital invested by funds: $252M → $194M (-$58.5M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$643K +$181K +2,104 +34%
Goldman Sachs
27
Goldman Sachs
New York
$556K
CA
28
Claro Advisors
Massachusetts
$553K +$2.93K +34 +0.5%
Truist Financial
29
Truist Financial
North Carolina
$542K +$97.5K +1,132 +20%
PPW
30
Pinnacle Private Wealth
Massachusetts
$537K -$47.4K -550 -7%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$522K +$88.2K +1,024 +18%
SMC
32
Smith, Moore & Co
Missouri
$500K -$517 -6 -0.1%
LA
33
Latitude Advisors
Florida
$453K -$564K -6,552 -53%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$408K -$64.8K -753 -13%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$389K +$428K +4,968 New
Citadel Advisors
36
Citadel Advisors
Florida
$381K +$419K +4,864 New
MML Investors Services
37
MML Investors Services
Massachusetts
$374K +$101K +1,168 +32%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$334K -$8.52K -99 -2%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$323K +$603 +7 +0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$280K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$270K -$78.8K -915 -21%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$265K
JMPWA
43
JP Morgan Private Wealth Advisors
California
$246K -$23.5K -273 -8%
FAM
44
Flaharty Asset Management
Florida
$229K +$947 +11 +0.4%
BC
45
Bowman & Company
Wisconsin
$222K -$9.81K -114 -4%
SB
46
Strategic Blueprint
Georgia
$209K
PTC
47
Private Trust Company
Ohio
$163K +$179K +2,080 New
FFC
48
First Financial Corp
Indiana
$156K -$7.92K -92 -4%
APA
49
American Portfolios Advisors
New York
$138K -$1.38K -16 -0.9%
IA
50
IFP Advisors
Florida
$132K